Purchases and Sales Made in Q4 2023 in Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P SM CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-5.3K- 29.94% |
$464K - $583K
|
12.4K
$1.32M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-5.36K- 29.14% |
$470K - $590K
|
13K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-5.4K- 0.69% |
$473K - $594K
|
776K
$82.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.43K- 10.63% |
$476K - $598K
|
45.7K
$4.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.51K- 7.89% |
$483K - $607K
|
64.3K
$6.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.59K- 3.63% |
$490K - $616K
|
148K
$15.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-5.66K- 2.91% |
$496K - $623K
|
189K
$20M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-5.71K- 3.85% |
$500K - $629K
|
143K
$15.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.74K- 2.19% |
$503K - $632K
|
256K
$27.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.79K- 4.56% |
$507K - $637K
|
121K
$12.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.87K- 3.36% |
$514K - $646K
|
169K
$17.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.93K- 8.34% |
$520K - $653K
|
65.2K
$6.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.02K- 17.72% |
$527K - $662K
|
27.9K
$2.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-6.09K- 15.47% |
$533K - $670K
|
33.3K
$3.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-6.1K- 8.64% |
$535K - $672K
|
64.5K
$6.85M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-6.17K- 1.8% |
$541K - $680K
|
337K
$35.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-6.25K- 6.53% |
$547K - $688K
|
89.4K
$9.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.4K- 18.08% |
$561K - $705K
|
29K
$3.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-6.47K- 2.73% |
$567K - $712K
|
230K
$24.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-6.52K- 28.93% |
$571K - $717K
|
16K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-6.52K- 11.15% |
$571K - $718K
|
51.9K
$5.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6.57K- 6.84% |
$576K - $724K
|
89.5K
$9.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-6.64K- 4.09% |
$582K - $731K
|
156K
$16.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-6.71K- 3.28% |
$587K - $738K
|
198K
$21M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.78K- 21.7% |
$594K - $746K
|
24.5K
$2.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.79K- 0.08% |
$595K - $748K
|
8.6M
$912M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-6.83K- 45.86% |
$598K - $752K
|
8.06K
$855K
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-6.88K- 20.47% |
$602K - $757K
|
26.7K
$2.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-6.88K- 4.53% |
$603K - $758K
|
145K
$15.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-6.97K- 24.83% |
$610K - $767K
|
21.1K
$2.24M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-7.04K- 10.62% |
$617K - $775K
|
59.3K
$6.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-7.08K- 0.93% |
$620K - $779K
|
751K
$79.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.21K- 13.34% |
$632K - $794K
|
46.8K
$4.97M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-7.51K- 18.2% |
$658K - $826K
|
33.7K
$3.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.66K- 75.86% |
$671K - $843K
|
2.44K
$259K
|
|
|
Jun 20, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-7.71K- 10.52% |
$675K - $848K
|
65.5K
$6.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-7.75K- 9.97% |
$679K - $853K
|
69.9K
$7.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.86K- 2.48% |
$688K - $865K
|
309K
$32.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-8K- 2.46% |
$701K - $881K
|
317K
$33.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-8.05K- 1.3% |
$705K - $886K
|
611K
$64.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-8.09K- 39.22% |
$708K - $890K
|
12.5K
$1.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-8.3K- 75.38% |
$727K - $914K
|
2.71K
$288K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-8.42K- 9.74% |
$737K - $927K
|
78K
$8.28M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-8.42K- 12.07% |
$738K - $927K
|
61.4K
$6.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-8.5K- 4.21% |
$745K - $936K
|
193K
$20.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-8.53K- 6.73% |
$747K - $939K
|
118K
$12.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-8.69K- 5.75% |
$761K - $957K
|
142K
$15.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.79K- 34.24% |
$770K - $968K
|
16.9K
$1.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.88K- 15.73% |
$778K - $978K
|
47.6K
$5.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-9K- 5.25% |
$788K - $991K
|
162K
$17.2M
|